Skip to content
Disclosery

Patriot Financial Group Insurance Agency, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patriot Financial Group Insurance Agency, LLC on JPM, newest first. How the timeline and the estimate are built.

Patriot Financial Group Insurance Agency, LLC held 32,806 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,806 shares
    Change vs previous 13F +1,045 shares

    1.04% of the 13F portfolio, value $10,853,341.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,761 shares
    Change vs previous 13F -34,019 shares

    1.07% of the 13F portfolio, value $10,394,360.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 65,780 shares
    Change vs previous 13F +37,144 shares

    1.09% of the 13F portfolio, value $19,350,016.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 28,636 shares
    Change vs previous 13F +1,648 shares

    1.1% of the 13F portfolio, value $9,227,042.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 26,988 shares
    Change vs previous 13F -5,860 shares

    1.09% of the 13F portfolio, value $8,512,850.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 32,848 shares
    Change vs previous 13F +2,224 shares

    1.09% of the 13F portfolio, value $9,523,103.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 30,624 shares
    Change vs previous 13F +114 shares

    1.01% of the 13F portfolio, value $7,511,965.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 30,510 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $7,313,442.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).